lms-webapp
Lead Management System
The sales floor. Channel-partner teams work a lead from first contact to a signed booking, with admins, team leads and regional managers each seeing a different slice.
- Lead lifecycle
- New, interested, scouting, shortlisting, negotiation, then converted or dead, with hot and warm grading alongside the stage.
- Lead activity workspace
- Preferences, score and assignee in one view, with the project pipeline beside it: manager recommendations, engine recommendations, shortlisted and rejected, plus follow-ups and a full activity ledger.
- Site visits
- Verified with an OTP and a geolocation check, so a visit logged from an office cannot pass as a visit made.
- Bulk ingest
- CSV lead upload processed asynchronously, with polling for status and a downloadable error file for the rows that failed.
- Bookings and mandates
- Owners and KYC documents, payment schedules, uploads, and the exclusive selling agreements that sit behind them.
- Scoping and insights
- A self-versus-team switch on every list endpoint, campaign and bucket assignment by regional manager, and PostHog charts for lead status and ticket size.